PhiniaPHIN

13F holders, Q1 2026 (March 31)
386holders +17
50new positions
34sold out
9famous investors
$68.41avg. 13F price*

At the end of Q1 2026, 386 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, up 17 from Q4 2025. 50 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($392.5M), Vanguard Portfolio Management LLC ($172.0M) and Dimensional Fund Advisors LP ($159.9M). 9 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Phinia Inc.
CUSIP
71880K101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 346Q1 2024Q2 2024: 342Q2 2024Q3 2024: 337Q3 2024Q4 2024: 334Q4 2024Q1 2025: 336Q1 2025Q2 2025: 333Q2 2025Q3 2025: 355Q3 2025Q4 2025: 369Q4 2025Q1 2026: 386Q1 2026Q2 2026: 393Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions50$52.7M
Exits34$86.6M

All 13F filers, Q4 2025 → Q1 2026: 3,818,507 shares bought and 4,214,997 shares sold, net −396,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 386 holders

BlackRock, Inc. 0.01% Reduce -0.2% 5,735,120 $392.5M
Vanguard Portfolio Management LLC 0.01% — 2,512,703 $172.0M
Dimensional Fund Advisors LP 0.03% Add +1.5% 2,336,499 $159.9M
FMR LLC 0.01% Add +57.6% 2,015,040 $137.9M
American Century Companies Inc. 0.06% Add +3.3% 1,663,420 $113.8M
Vanguard Capital Management LLC 0.00% — 1,611,237 $110.3M
State Street Corp. 0.00% Reduce -0.1% 1,523,009 $104.2M
LSV Asset Management 0.20% Add +3.3% 1,386,085 $94.9M
Geode Capital Management, LLC 0.01% Add +2.7% 1,169,876 $80.1M
Invesco Ltd. 0.01% Add +116.0% 1,014,492 $69.4M
Voss Capital, LP 3.60% Reduce -46.7% 920,025 $63.0M
Goldman Sachs Group Inc. 0.01% Reduce -7.7% 871,761 $59.7M
Victory Capital Management Inc. 0.04% Add +297.3% 799,031 $54.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.5% 686,641 $47.0M
Morgan Stanley 0.00% Reduce -16.9% 556,747 $38.1M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -6.7% 513,970 $35.2M
ION Fund Management Ltd 5.32% Reduce -1.0% 510,000 $34.9M
Northern Trust Corp. 0.00% Add +2.3% 453,609 $31.0M
UBS Group AG 0.01% Reduce -11.7% 440,468 $30.1M
Qube Research & Technologies Ltd 0.04% Add +21.5% 420,419 $28.8M
Bank of New York Mellon Corp 0.00% Reduce -1.8% 383,075 $26.2M
Prevatt Capital Ltd 7.01% Add +18.8% 380,000 $26.0M
T. Rowe Price Investment Management, Inc. 0.02% New 355,730 $24.3M
Teacher Retirement System of Texas 0.10% Reduce -13.6% 341,478 $23.4M
Bridgeway Capital Management, LLC 0.46% Reduce -4.7% 333,697 $22.8M
Wellington Management Group LLP 0.00% Reduce -19.8% 294,460 $20.2M
Medina Value Partners, LLC 3.78% Reduce -12.2% 263,422 $18.0M
Heartland Advisors Inc. 0.90% Add +0.1% 257,333 $17.6M
Banyan Capital Management, Inc. 7.54% Reduce -1.7% 255,523 $17.5M
JPMorgan Chase & Co. 0.00% Reduce -10.2% 262,868 $17.3M
Vanguard Fiduciary Trust Co. 0.00% — 245,072 $16.8M
Bank of America Corp. 0.00% Reduce -4.3% 234,849 $16.1M
Principal Financial Group Inc. 0.01% Reduce -5.3% 209,843 $14.4M
Amundi 0.00% Add +4268.6% 200,693 $13.7M
Empowered Funds, LLC 0.08% Add +3.3% 184,368 $12.6M
Public Sector Pension Investment Board 0.04% Add +9.4% 182,882 $12.5M
Sei Investments Co. 0.01% Add +18.5% 181,684 $12.4M
Russell Investments Group, Ltd. 0.01% Reduce -13.4% 177,725 $12.2M
Storebrand Asset Management As 0.03% Add +5.9% 171,257 $11.7M
Engine Capital Management, LP 1.41% No change 170,622 $11.7M
Kestrel Investment Management Corp. 6.69% Reduce -1.1% 163,600 $11.2M
Ameriprise Financial Inc. 0.00% Reduce -12.9% 142,863 $9.8M
Hillsdale Investment Management Inc. 0.26% Add +3.1% 142,110 $9.7M
T. Rowe Price Associates Inc. 0.00% Add +12.3% 140,408 $9.6M
Ancora Advisors LLC 0.20% Reduce -31.5% 137,754 $9.4M
Gotham Asset Management 0.03% Reduce -4.5% 133,886 $9.2M
Ariel Investments 0.10% Reduce -5.4% 132,555 $9.1M
Franklin Resources Inc. 0.00% New 131,979 $9.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +2.3% 124,754 $8.5M
Two Sigma Investments, LP 0.01% Add +70.1% 123,300 $8.4M
Citadel Advisors 0.01% Add +9.2% 117,593 $8.0M
Prudential Financial Inc. 0.01% Add +8.8% 116,510 $8.0M
Rhumbline Advisers 0.01% Add +1.4% 115,528 $7.9M
Nuveen, LLC 0.00% Add +21.7% 112,359 $7.7M
First Trust Advisors LP 0.01% Add +90.5% 105,679 $7.2M
Jane Street Group, LLC 0.01% Add +1501.3% 98,338 $6.7M
Peregrine Capital Management LLC 0.24% Reduce -8.8% 94,977 $6.5M
Federated Hermes, Inc. 0.01% Add +101789.1% 93,738 $6.4M
Legal & General Group Plc 0.00% Reduce -9.3% 90,805 $6.2M
Schroder Investment Management Group 0.01% Add +1.0% 92,616 $6.1M
WINTON GROUP Ltd 0.21% New 86,526 $5.9M
Voloridge Investment Management, LLC 0.02% Reduce -13.7% 82,423 $5.6M
Bessemer Group Inc. 0.01% Add +46.5% 82,024 $5.6M
Swiss National Bank 0.00% Reduce -0.9% 76,016 $5.2M
Hudson Bay Capital Management LP 0.04% Add +65.2% 75,956 $5.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.7% 74,686 $5.1M
Weiss Asset Management LP 0.13% Add +345.9% 72,300 $4.9M
Barclays PLC 0.00% Reduce -27.8% 72,050 $4.9M
AQR Capital Management 0.00% Add +25.7% 71,434 $4.8M
Swedbank AB 0.00% No change 66,752 $4.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -12.7% 66,274 $4.5M
Intech Investment Management LLC 0.04% Reduce -47.0% 63,292 $4.3M
Great Lakes Advisors, LLC 0.04% Reduce -3.4% 62,527 $4.3M
GAMCO Investors 0.04% Reduce -18.2% 55,460 $3.8M
Hancock Whitney Corp. 0.07% Reduce -17.1% 52,513 $3.8M
New York State Teachers Retirement System 0.01% Reduce -9.1% 54,595 $3.7M
Creative Planning 0.00% Add +56.1% 52,872 $3.6M
Knights of Columbus Asset Advisors LLC 0.19% Reduce -0.4% 48,475 $3.3M
Alliancebernstein L.P. 0.00% Reduce -1.1% 52,779 $3.3M
California State Teachers Retirement System 0.00% Add +23.8% 46,834 $3.2M
Caxton Associates LLP 0.07% Reduce -7.2% 42,729 $2.9M
CWA Asset Management Group, LLC 0.10% Add +6.2% 42,480 $2.9M
Ballast Asset Management, LP 1.28% Add +2.5% 42,147 $2.9M
Steigerwald, Gordon & Koch Inc. 0.29% Reduce -0.9% 41,618 $2.8M
D. E. Shaw & Co. 0.00% Reduce -72.7% 41,360 $2.8M
Royce & Associates LP 0.03% Reduce -4.9% 40,899 $2.8M
Trexquant Investment LP 0.02% Reduce -36.9% 40,667 $2.8M
Capital Fund Management S.A. 0.02% Reduce -7.1% 40,232 $2.8M
Gabelli Funds LLC 0.02% Reduce -39.6% 38,500 $2.6M
Advisory Research Inc. 0.31% Reduce -86.2% 37,203 $2.5M
Meeder Asset Management Inc. 0.14% Add +11.1% 35,721 $2.4M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -8.2% 34,388 $2.4M
Deutsche Bank AG 0.00% Add +13.4% 34,290 $2.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 33,457 $2.3M
Vanguard Global Advisers, LLC 0.00% — 33,366 $2.3M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -45.3% 33,300 $2.3M
Atom Investors LP 0.16% Reduce -78.3% 32,332 $2.2M
Wells Fargo & Company 0.00% Reduce -52.1% 26,923 $1.8M
Tudor Investment Corporation 0.01% New 25,489 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -4.2% 25,307 $1.7M
Quantinno Capital Management LP 0.00% Add +8.0% 25,165 $1.7M
Wittenberg Investment Management, Inc. 0.59% Reduce -2.1% 23,007 $1.6M
Algert Global LLC 0.02% Reduce -45.0% 22,880 $1.6M
Sanctuary Advisors, LLC 0.01% Add +40.1% 22,859 $1.6M
HITE Hedge Asset Management LLC 0.09% Reduce -90.6% 22,690 $1.6M
Handelsbanken Fonder AB 0.01% Add +48.3% 22,100 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +11.1% 21,925 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -2.9% 20,971 $1.4M
State of Alaska, Department of Revenue 0.02% Reduce -3.6% 20,847 $1.4M
Ritholtz Wealth Management 0.02% Reduce -1.4% 20,464 $1.4M
ABS Direct Equity Fund LLC 1.05% Reduce -55.5% 20,003 $1.4M
Tocqueville Asset Management L.P. 0.02% Reduce -9.9% 19,775 $1.4M
State of Wisconsin Investment Board 0.00% Reduce -74.2% 18,831 $1.3M
Janus Henderson Group PLC 0.00% No change 18,000 $1.2M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -34.9% 17,935 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.2% 17,880 $1.2M
Nisa Investment Advisors, LLC 0.00% Add +0.1% 17,206 $1.2M
Globeflex Capital L P 0.18% New 17,167 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.6% 17,150 $1.2M
SG Americas Securities, LLC 0.00% Reduce -3.4% 17,118 $1.2M
Engineers Gate Manager LP 0.01% Add +164.5% 17,054 $1.2M
US Bancorp \de 0.00% Reduce -0.9% 16,901 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -4.5% 16,800 $1.1M
Elo Mutual Pension Insurance Co 0.02% Add +19.3% 16,666 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +27.8% 16,375 $1.1M
Horizon Investments, LLC 0.01% Add +49.9% 16,342 $1.1M
SkyView Investment Advisors, LLC 0.15% Add +0.7% 15,856 $1.1M
Dorsey Wright & Associates 0.13% New 15,453 $1.1M
CIBC Bancorp USA Inc. 0.00% — 15,236 $1.0M
KLP Kapitalforvaltning As 0.00% Add +2.0% 15,200 $1.0M
Centiva Capital, LP 0.05% Add +47.6% 15,183 $1.0M
Rock Creek Group LLC 0.10% Reduce -57.4% 14,903 $1.0M
Fractal Investments LLC 0.12% No change 14,900 $1.0M
Long Road Investment Counsel, LLC 0.40% No change 14,826 $1.0M
Cambria Investment Management, L.P. 0.06% Add +3.6% 14,791 $1.0M
STRS Ohio 0.00% Reduce -5.8% 14,700 $1.0M
BNP Paribas Financial Markets 0.00% Reduce -44.4% 14,011 $959K
XTX Topco Ltd 0.02% Reduce -13.8% 13,969 $956K
Aristeia Capital, L.L.C. 0.04% New 13,964 $956K
HRT Financial LP 0.00% Reduce -61.8% 13,798 $944K
Commerce Bank 0.00% Reduce -0.7% 13,547 $927K
Susquehanna International Group, LLP 0.00% Reduce -64.6% 13,477 $922K
Squarepoint Ops LLC 0.00% Reduce -51.5% 13,433 $919K
Nomura Holdings Inc. 0.01% Add +47.6% 13,331 $912K
State Board of Administration of Florida Retirement System 0.00% No change 13,303 $910K
Mariner, LLC 0.00% Reduce -38.8% 12,805 $876K
Nomura Asset Management International Inc. 0.00% No change 12,800 $876K
New York State Common Retirement Fund 0.00% No change 12,697 $869K
Man Group plc 0.00% New 12,240 $838K
First Citizens Bank & Trust Co. 0.02% Reduce -1.5% 12,175 $833K
Searle & Co. 0.21% Reduce -4.0% 12,000 $821K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.3% 11,664 $798K
State of Tennessee, Department of Treasury 0.00% Reduce -4.9% 11,546 $790K
Raymond James Financial Inc. 0.00% New 11,153 $763K
Brooklyn Investment Group 0.02% Add +34.4% 10,941 $749K
Amalgamated Bank 0.01% Reduce -3.0% 10,918 $747K
Natixis Advisors, LLC 0.00% Add +5.4% 10,633 $728K
Fox Run Management, L.L.C. 0.13% Reduce -2.2% 11,042 $728K
Arizona State Retirement System 0.00% Reduce -2.2% 10,564 $723K
Measured Wealth Private Client Group, LLC 0.20% Add +55494.7% 10,563 $723K
CHICAGO TRUST Co NA 0.12% Reduce -3.0% 10,416 $713K
Police & Firemen's Retirement System of New Jersey 0.01% No change 10,216 $699K
Citigroup Inc. 0.00% Reduce -32.7% 10,180 $697K
Yousif Capital Management, LLC 0.01% Reduce -2.3% 10,168 $696K
Ethic Inc. 0.01% Add +11.6% 10,104 $691K
Teachers Retirement System of the State of Kentucky 0.01% Add +3.8% 9,640 $659K
Fifth Third Bancorp 0.00% Add +1666.5% 9,610 $658K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.5% 9,376 $642K
Vanguard Investments Australia, Ltd. 0.00% — 9,108 $623K
OneDigital Investment Advisors LLC 0.01% Add +1.0% 9,104 $623K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.1% 9,018 $617K
State of Wyoming 0.07% Reduce -5.0% 8,905 $609K
Allstate Corp. 0.01% New 8,749 $599K
Janney Montgomery Scott LLC 0.00% Reduce -2.4% 8,678 $594K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.1% 8,648 $592K
GMO 0.00% Add +10.1% 8,558 $586K
Harvest Fund Management Co., Ltd 0.02% Add +47.4% 8,535 $584K
Verdence Capital Advisors LLC 0.03% New 8,282 $567K
Tidal Investments LLC 0.00% Reduce -15.5% 7,785 $533K
Panagora Asset Management Inc. 0.00% No change 7,750 $530K
Picton Mahoney Asset Management 0.01% New 7,213 $494K
Mercer Global Advisors Inc. 0.00% Add +2.1% 7,158 $490K
Sterling Capital Management LLC 0.01% Reduce -37.7% 7,111 $487K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -32.7% 6,850 $470K
Captrust Financial Advisors 0.00% Add +1.6% 6,852 $469K
Quadrant Capital Group LLC 0.01% Reduce -0.0% 6,754 $462K
Pictet Asset Management Holding SA 0.00% Add +12.7% 6,669 $456K
Millennium Management 0.00% Reduce -92.6% 6,562 $449K
Western Wealth Management, LLC 0.02% New 6,525 $447K
Neuberger Berman Group LLC 0.00% Reduce -6.1% 6,495 $445K
Watershed Asset Management, L.L.C. 0.46% Reduce -21.9% 6,486 $444K
Voya Investment Management LLC 0.00% Reduce -3.5% 6,460 $442K
Los Angeles Capital Management LLC 0.00% Reduce -4.4% 6,290 $430K
Royal Bank of Canada 0.00% Reduce -3.8% 6,287 $429K
Oppenheimer Asset Management Inc. 0.00% Reduce -8.5% 6,169 $422K
Jackson Creek Investment Advisors LLC 0.12% New 6,136 $420K
Villanova Investment Management Co LLC 0.42% Reduce -81.7% 6,055 $414K
Advisors Asset Management, Inc. 0.01% Add +2.1% 6,055 $414K
HSBC Holdings PLC 0.00% New 5,957 $406K
ProShare Advisors LLC 0.00% Reduce -20.1% 5,923 $405K
Acorn Financial Advisory Services Inc. 0.05% Reduce -1.0% 5,758 $394K
Bank of Montreal 0.00% Add +0.3% 5,579 $382K
Maryland State Retirement & Pension System 0.01% Reduce -1.7% 5,497 $376K
Focus Partners Wealth 0.00% Reduce -19.8% 5,489 $376K
Martingale Asset Management L P 0.01% Add +10.1% 5,455 $373K
Pathstone Holdings, LLC 0.00% Reduce -1.8% 5,282 $361K
Keybank National Association 0.00% New 5,232 $358K
EntryPoint Capital, LLC 0.10% New 5,231 $358K
Optimize Financial Inc. 0.18% Reduce -4.7% 5,226 $358K
LPL Financial LLC 0.00% Add +5.0% 5,211 $357K
Landscape Capital Management, L.L.C. 0.02% New 5,134 $351K
Public Employees Retirement Association of Colorado 0.00% No change 5,040 $345K
Corient Private Wealth LP 0.00% Add +10.6% 4,891 $335K
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 4,645 $318K
Canada Pension Plan Investment Board 0.00% Reduce -52.1% 4,500 $308K
Swiss Life Asset Management Ltd 0.00% New 4,479 $307K
Mirabella Financial Services LLP 0.03% Reduce -44.9% 4,391 $301K
Baron Wealth Management LLC 0.09% Add +2.4% 4,382 $300K
Mutual of America Capital Management LLC 0.00% Reduce -1.3% 4,339 $297K
State of Michigan Retirement System 0.00% No change 4,218 $289K
Citizens Financial Group Inc. 0.00% Add +0.2% 3,919 $268K
United Capital Financial Advisors, LLC 0.00% Add +3.1% 3,903 $267K
QRG Capital Management, Inc. 0.00% New 3,890 $266K
Shufro Rose & Co. LLC 0.02% New 3,859 $264K
CIBC Asset Management Inc 0.00% Reduce -3.4% 3,846 $263K
EP Wealth Advisors, LLC 0.00% Reduce -5.0% 3,836 $263K
Commonwealth Equity Services, LLC 0.00% New 3,684 $252K
Capstone Investment Advisors, LLC 0.00% Reduce -82.0% 3,659 $250K
Cerity Partners LLC 0.00% Reduce -51.1% 3,656 $250K
McMillan Office, Inc. 0.03% No change 3,600 $246K
Xponance LLC 0.00% New 3,595 $246K
Abel Hall, LLC 0.05% New 3,551 $243K
Praxis Investment Management Inc. 0.01% No change 3,280 $224K
nVerses Capital, LLC 0.20% New 3,247 $222K
Ameritas Investment Partners, Inc. 0.01% No change 3,220 $220K
Envestnet Asset Management Inc. 0.00% Reduce -10.4% 3,189 $218K
Aristides Capital LLC 0.07% Reduce -13.1% 3,180 $218K
Vestcor Inc 0.01% New 3,163 $216K
FourThought Financial Partners, LLC 0.02% New 3,144 $215K
MQS Management LLC 0.15% New 3,137 $215K
Marshall Wace, LLP 0.00% New 3,072 $210K
Quent Capital, LLC 0.01% Reduce -1.0% 3,050 $209K
Osaic Holdings, Inc. 0.00% Reduce -8.0% 2,945 $202K
Ensign Peak Advisors, Inc 0.00% No change 2,806 $192K
Tower Research Capital LLC (TRC) 0.00% Add +96.7% 2,779 $190K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -1.4% 2,408 $165K
Corient IA LP 0.13% New 2,030 $139K
Jones Financial Companies LLLP 0.00% Add +29.8% 1,900 $128K
Rothschild Investment LLC 0.01% Add +0.9% 1,768 $121K
Hantz Financial Services, Inc. 0.00% Add +78.0% 1,743 $119K
GAMMA Investing LLC 0.01% Add +7.8% 1,571 $108K
Cwm, LLC 0.00% Add +3.6% 1,423 $97K
KBC Group NV 0.00% No change 1,422 $97K
Public Employees Retirement System of Ohio 0.00% Reduce -2.6% 1,326 $91K
EverSource Wealth Advisors, LLC 0.00% Add +49.7% 1,132 $77K
C M Bidwell & Associates Ltd. 0.03% Reduce -24.6% 1,014 $69K
Central Pacific Bank - Trust Division 0.01% Reduce -37.5% 1,000 $68K
Rockefeller Capital Management L.P. 0.00% Add +183.9% 985 $67K
MAI Capital Management 0.00% Add +1.4% 930 $64K
TD Waterhouse Canada Inc. 0.00% No change 900 $63K
Whittier Trust Co. 0.00% No change 829 $57K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +44.7% 732 $50K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.4% 726 $50K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.6% 675 $46K
IFP Advisors, Inc 0.00% No change 669 $46K
CX Institutional 0.00% Add +0.1% 657 $45K
Signaturefd, LLC 0.00% Add +40.2% 582 $40K
Nomura Asset Management Co. Ltd. 0.00% No change 570 $39K
Versant Capital Management, Inc 0.00% Add +280.5% 468 $32K
Global Trust Asset Management, LLC 0.01% No change 458 $31K
Harbor Capital Advisors, Inc. 0.00% Add +24.6% 435 $30K
Larson Financial Group LLC 0.00% Reduce -0.5% 423 $29K
Basecamp Wealth Advisors LLC 0.01% No change 417 $29K
Farther Finance Advisors, LLC 0.00% Add +12.9% 403 $28K
Parallel Advisors, LLC 0.00% Add +35.8% 398 $27K
Assetmark, Inc. 0.00% Add +10.0% 385 $26K
Advisory Services Network, LLC 0.00% New 342 $23K
Allworth Financial LP 0.00% Add +65.0% 335 $23K
UMB Bank, n.a. 0.00% Add +0.7% 312 $21K
Rosenberg Matthew Hamilton 0.00% No change 310 $21K
Eastern Bank 0.00% No change 277 $19K
Smartleaf Asset Management LLC 0.00% Reduce -56.4% 281 $19K
Kemnay Advisory Services Inc. 0.00% New 243 $17K
Cedar Mountain Advisors, LLC 0.00% Add +22400.0% 225 $15K
Olistico Wealth, LLC 0.01% No change 212 $15K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -6.0% 203 $14K
Wolff Wiese Magana LLC 0.01% No change 201 $14K
Montag A & Associates Inc. 0.00% No change 180 $12K
JFS Wealth Advisors, LLC 0.00% No change 176 $12K
Capital Analysts, LLC 0.00% No change 177 $12K
Sunbelt Securities, Inc. 0.00% No change 169 $12K
Mather Group, Llc. 0.00% New 158 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 154 $11K
Oakworth Capital, Inc. 0.00% No change 147 $10K
Covestor Ltd 0.01% Add +168.4% 153 $10K
CENTRAL TRUST Co 0.00% No change 144 $10K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -3.8% 126 $9K
Private Wealth Asset Management, LLC 0.00% No change 120 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 115 $8K
Parkside Financial Bank & Trust 0.00% No change 103 $7K
LRI Investments, LLC 0.00% Add +21.2% 103 $7K
SHP Wealth Management 0.00% Add +400.0% 100 $7K
Cromwell Holdings LLC 0.00% No change 98 $7K
Dogwood Wealth Management LLC 0.00% No change 97 $7K
WPG Advisers, LLC 0.00% Add +2.3% 88 $6K
Federation des caisses Desjardins du Quebec 0.00% Reduce -89.5% 82 $6K
Bare Financial Services, Inc 0.00% Add +508.3% 73 $5K
NewEdge Advisors, LLC 0.00% Add +4.3% 72 $5K
TD Private Client Wealth LLC 0.00% Add +6.0% 71 $5K
Sittner & Nelson, LLC 0.00% No change 60 $4K
Bell Investment Advisors, Inc 0.00% Add +13.2% 60 $4K
Arax Advisory Partners 0.00% Add +173.7% 52 $4K
MCF Advisors LLC 0.00% No change 56 $4K
Strengthening Families & Communities, LLC 0.00% No change 53 $4K
United Financial Planning Group LLC 0.00% New 52 $4K
Northwestern Mutual Wealth Management Co. 0.00% Add +40.5% 52 $4K
Harbour Investments, Inc. 0.00% New 50 $3K
Keating Financial Advisory Services, Inc. 0.00% New 45 $3K
CVA Family Office, LLC 0.00% No change 45 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 40 $3K
Clearstead Advisors, LLC 0.00% New 40 $3K
Bayban 0.00% New 39 $3K
High Note Wealth, LLC 0.00% No change 36 $2K
International Assets Investment Management, LLC 0.00% No change 35 $2K
IMA Advisory Services, Inc. 0.00% Reduce -2.8% 35 $2K
SJS Investment Consulting Inc. 0.00% Add +750.0% 34 $2K
Blue Trust, Inc. 0.00% No change 31 $2K
Sound Income Strategies, LLC 0.00% No change 26 $2K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 26 $2K
Arlington Trust Co LLC 0.00% New 26 $2K
Ares Financial Consulting, LLC 0.00% No change 25 $2K
Financially Speaking Inc 0.01% No change 24 $2K
Whipplewood Advisors, LLC 0.00% New 24 $2K
Physician Wealth Advisors, Inc. 0.00% No change 24 $2K
Root Financial Partners, LLC 0.00% Add +50.0% 24 $2K
Investors Portfolio Services LLC 0.00% New 20 $2K
Intentional Wealth Strategies, LLC 0.00% — 23 $2K
Nemes Rush Group LLC 0.00% No change 23 $2K
Optiver Holding B.V. 0.00% Reduce -33.3% 22 $2K
Farmers & Merchants Investments Inc. 0.00% No change 20 $1K
Owl Creek Wealth Partners LLC 0.00% — 19 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 19 $1K
Huntington National Bank 0.00% Reduce -9.5% 19 $1K
Marquette Asset Management, LLC 0.00% New 18 $1K
Prestige Wealth Management Group LLC 0.00% No change 17 $1K
MTM Investment Management, LLC 0.00% No change 17 $1K
Fortitude Family Office, LLC 0.00% No change 16 $1K
Colonial Trust Advisors 0.00% Reduce -94.5% 15 $1K
Capital Advisors, Ltd. LLC 0.00% No change 18 $1K
Manchester Capital Management LLC 0.00% No change 14 $959
Essential Partners LLC 0.00% No change 13 $890
Rossby Financial, LCC 0.00% New 12 $835
JPL Wealth Management, LLC 0.00% New 12 $822
Red Tortoise LLC 0.00% No change 12 $821
Gilpin Wealth Management, LLC 0.00% Add +175.0% 11 $753
Transamerica Financial Advisors, LLC 0.00% No change 11 $752
Creative Capital Management Investments LLC 0.00% New 10 $684
Key Financial Inc 0.00% No change 10 $684
Private Wealth Management Group, LLC 0.00% No change 8 $548
Brown Brothers Harriman & Co. 0.00% No change 8 $548
Grove Bank & Trust 0.00% Add +250.0% 7 $479
Torren Management, LLC 0.00% Reduce -95.2% 6 $418
DecisionPoint Financial, LLC 0.00% No change 6 $411
Rialto Wealth Management, LLC 0.00% New 6 $411
Zions Bancorporation, National Association 0.00% New 6 $411
Dunhill Financial, LLC 0.00% No change 5 $352
True Wealth Design, LLC 0.00% No change 5 $343
Lanark Financial, Inc. 0.00% Reduce -16.7% 5 $342
Meramec Financial Planners, LLC 0.00% No change 4 $296
Birchbrook, Inc. 0.00% No change 4 $294
Bruce G. Allen Investments, LLC 0.00% No change 4 $274
Elevated Capital Advisors, LLC 0.00% No change 4 $274
Abound Wealth Management 0.00% No change 4 $274
Sachetta, LLC 0.00% Reduce -50.0% 4 $274
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $274
Ankerstar Wealth, LLC 0.00% No change 2 $137
Arcadia Investment Management Corp. 0.00% No change 2 $137
Inspire Investing, LLC 0.00% No change 2 $137
SBI Securities Co., Ltd. 0.00% Reduce -96.2% 2 $137
Seneschal Advisors, LLC 0.00% No change 1 $69
SouthState Bank Corp 0.00% No change 1 $69
GHP Investment Advisors, Inc. 0.00% New 1 $69
Kilter Group LLC 0.00% No change 1 $69
NBT Bank, N.A. 0.00% New 1 $68
AdvisorNet Financial, Inc 0.00% No change 1 $68
Avion Wealth 0.00% No change 10 $0

"% of holder's portfolio" is PHIN's weight in each manager's 13F, not the share of Phinia Inc. the manager owns.